Estate Settlement III
Company: Disability Solutions
Location: Chicago
Posted on: October 24, 2024
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Job Description:
Job Description:At Bank of America, we are guided by a common
purpose to help make financial lives better through the power of
every connection. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day.One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being.Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization.Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!Job Description:Accountable for managing and
settling the larger, more complex estate and/or terminating trusts
that require a higher level of technical expertise and knowledge.
This is a non licensed associate role.Responsibilities:* Assigns
tasks to the Settlement Assistants, monitors progress and approves
completed work.* Responsible for coaching, developing, and
mentoring assistants and junior level officers within the
Settlement team.* Builds and maintains relationships with external
business partners (Attorneys, CPAs, and Fiduciary Accountants), and
coordinates communication with internal support partners (Tax,
Compliance, SAM, ART), to ensure accurate, timely and efficient
administration, and to manage business risk.* Maintains high
quality communications with beneficiaries, with focus on client
satisfaction and asset retention.* Accountable for managing the
larger, more complex probate estates and deceased grantor trusts
that require a higher level of technical expertise and knowledge in
estate and trust administration.* Responsible for increasing estate
revenue by developing and maintaining partnerships with Private
Wealth Management business partners and through referrals from
other business lines.* Participates in sales calls as needed,
offering Estate Settlement expertise.* Coordinates communication
with internal support partners (Tax, Compliance, Real Estate,
Private Business Group) to ensure accurate, timely, and efficient
administration and to manage business risk.* Builds and maintains
relationships with external business partners (Attorneys and CPAs)
and other organizations to promote awareness of Estate Settlement
Services.* Acts as a technical resource to colleagues within and
outside of Estate Settlement team.* Will involve responsibility for
coaching, developing, and mentoring assistants.Requirements/Desired
Skills:* BS/BA or equivalent experience required* JD, advanced
degree and/or certifications preferred* Minimum of 2-3 years of
personal trust/estate settlement/investment related experience*
Excellent interpersonal and technical skills* Demonstrates
excellent oral, written, and presentation skills* Exceptional
organizational skillSkills:
Keywords: Disability Solutions, Mishawaka , Estate Settlement III, Other , Chicago, Indiana
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